Equity compensation
Equity compensation planning covers the tax, diversification, and cash-flow decisions that come with stock-based pay — RSUs, ISOs, NSOs, ESPP, 83(b) elections, AMT, and strategies for concentrated positions before and after an IPO or secondary. Advisors with depth here can model the lifecycle of an equity grant alongside the rest of a household's financial plan.
Advisors with depth in equity compensation
-
Nora Hale, CFP
Pre-exit founder planning with deep concentrated-position and QSBS expertise.
18 yrs -
Ayla Reyes, CFP
Flat-fee planning for founders and tech employees with concentrated equity and crypto positions.
11 yrs -
Ben Whitfield, CFP
Cross-border planning for Canadians working in the US, with a focus on equity comp and tax coordination.
9 yrs -
Liam Frost, CFP
Flat-fee planning for tech-industry employees with equity-heavy compensation.
9 yrs -
Rhea Kumar, CFP
Equity-comp and crypto-focused planning for early-career tech employees.
6 yrs
Related structured lists
Related specialties
Audiences this specialty commonly serves
- Tech employees
- Founders
- Executives